Airtable + Visible

Create portfolio companies in Visible from new or updated records in Airtable

When a change occurs or new details emerge in your Airtable records, this workflow instantly generates a portfolio company in Visible. This process not only ensures your portfolios are consistently up-to-date but also eliminates tedious manual data entry. By linking your Airtable record changes to Visible, this workflow enhances efficiency and simplifies your portfolio management routine.

When this happens...
New or Updated Record
Triggers when a record is created or updated.
TriggerScheduled
automatically do this!
Create Portfolio Company
Creates a new portfolio company (investor platform only)
ActionWrite

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Supported triggers and actions

- BaseRequired
- TableRequired
- Limit to View
- Include file contents?
Trigger
Scheduled
Try It
- BaseRequired
- TableRequired
Action
Write
- BaseRequired
- TableRequired
- Lookup FieldRequired
- Secondary Lookup Field
Action
Write
- BaseRequired
- TableRequired
- RecordRequired
Action
Write
- BaseRequired
- TableRequired
- Search by Field
- Search Value
- Search for Exact Match?
- Search Formula
- Limit to View
- Include file contents?
- Max Records
Action
Search

- BaseRequired
- TableRequired
- Search by Field
- Search Value
- Search for Exact Match?
- Search Formula
- Limit to View
- Include file contents?
- Max Records
Action
Search or write
- CompanyRequired
- RequestRequired
Trigger
Instant
Try It

- CompanyRequired
- EmailRequired
- First Name
- Last Name
- Title
Action
Write
- CompanyRequired
- NameRequired
- Website URL
- Point of Contact: Email
- Point of Contact: First Name
- Point of Contact: Last Name
- Point of Contact: Title
Action
Write

- BaseRequired
- TableRequired
- Help Text
- Which timestamp field should this Zap use to check for updates?Required
- Limit to View
- Include file contents?
Trigger
Scheduled
Try It
- Cache Copy
- BaseRequired
- TableRequired
Action
Write
- BaseRequired
- TableRequired
- RecordRequired
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- BaseRequired
- TableRequired
- Search by Field
- Search Value
- Search for Exact Match?
- Search Formula
- Limit to View
Action
Search
- BaseRequired
- TableRequired
- Search by Field
- Search Value
- Search for Exact Match?
- Search Formula
- Limit to View
Action
Search or write
- CompanyRequired
- Fundraising PipelineRequired
- StageRequired
- NameRequired
- Amount
- Point of Contact: Email
- Point of Contact: First Name
- Point of Contact: Last Name
- Point of Contact: Title
- Notes
Action
Write
- CompanyRequired
- MetricRequired
- Date
- Value
Action
Write
- CompanyRequired
- MetricRequired
- Date
- ValueRequired
Action
Write

About Airtable

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